James Conole, Author at Root Financial - Page 12 of 12

3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

Free Video Lesson

Close

Posts by James Conole

Three Reasons Renting a Home Might Be Better than Buying a Home

  • Income Planning
  • Taxes

Your 2017 Year-End Personal Finance Checklist

  • Income Planning
  • Retirement
  • Taxes

Don’t Be So Biased!

  • Investing

Three Investment Lessons I Learned From Fantasy Football

  • Investing

Make Too Much to Contribute to a Roth IRA? Here Are Three Ways to Do it Anyways

  • Income Planning
  • Retirement

Nine Questions Successful Investors Know to Ask

  • Investing

You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns.

Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.

Copyright © 2025 Root Financial Partners. All rights reserved.